JHMD vs IQDG overlap
JHMD and IQDG overlap 27.8% by weight, across 149 shared holdings.
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Top shared holdings
| Holding | JHMD | IQDG | Overlap |
|---|---|---|---|
| ASML Holding NVASML | 2.36% | 2.91% | 2.36% |
| BBVABBVA | 1.12% | 3.16% | 1.12% |
| Astrazeneca PLCAZN | 0.76% | 2.59% | 0.76% |
| BP PLCBP/ | 0.65% | 2.80% | 0.65% |
| Tokyo Electron8035 | 0.60% | 2.23% | 0.60% |
| Deutsche TelekomDTE | 0.58% | 2.05% | 0.58% |
| Toyota Motor7203 | 0.54% | 4.09% | 0.54% |
| Infineon TechIFX | 0.53% | 0.61% | 0.53% |
| NOVO Nordisk-BNOVOB | 0.53% | 2.59% | 0.53% |
| DHL GroupDHL | 0.50% | 1.73% | 0.50% |
| UBS Group AGUBS | 0.50% | 1.91% | 0.50% |
| Holcim Ltd.HCMLF | 0.49% | 0.58% | 0.49% |
| Safran SASAFRF | 0.48% | 0.79% | 0.48% |
| LVMH MOET HenneMC | 0.46% | 3.33% | 0.46% |
| Hitachi Ltd.6501 | 0.44% | 0.65% | 0.44% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: JHMD, SEC Form N-PORT, June 30, 2026; IQDG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JHMD | IQDG |
|---|---|---|
| Morgan Stanley | $74.2M | $70.0M |
| Bank of America Corp. | $24.1M | $90.7M |
| LPL Financial LLC | $68.8M | $39.3M |
| Envestnet Asset Management Inc. | $25.0M | $34.9M |
| Raymond James Financial Inc. | $53.0M | $5.1M |
| Wells Fargo & Company | $42.5M | $167K |
| Jones Financial Companies LLLP | $42.2M | $13K |
| Cetera Investment Advisers | $5.7M | $25.2M |
| HighTower Advisors, LLC | $234K | $29.6M |
| UBS Group AG | $830K | $18.1M |
| Royal Bank of Canada | $9.3M | $4.8M |
| Commonwealth Equity Services, LLC | $9.1M | $1.9M |
| Merit Financial Group, LLC | $4.7M | $3.6M |
| Susquehanna International Group, LLP | $3.5M | $4.1M |
| Rockefeller Capital Management L.P. | $719K | $6.1M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: JHMD institutional holders, IQDG institutional holders.
Frequently asked questions
How much do JHMD and IQDG overlap?
27.8% by weight, with 149 holdings in common, using holdings for JHMD as of June 30, 2026 and IQDG as of June 30, 2026. The largest shared position is ASML.
Do institutions hold both JHMD and IQDG?
41 Form 13F filers report positions in both, out of 192 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.